See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,946 | $104,251+51.5% | $91,001+73.6% | $147,584+7.0% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 16.49% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,443 | $3,116-53.7% | $2,456-41.2% | $4,876-70.4% |
| Participant deferral / active EE | $3,703 | $4,195-11.7% | $3,547+4.4% | $5,439-31.9% |
| Admin fee / account holder | $3,896 | $8,948-56.5% | $5,417-28.1% | $10,885-64.2% |